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Next Financial Group’s Rocket Companies RKT Stock Holding History

Next Financial Group’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$17K Hold
1,191
– – ﹤0.01% 1966
2021
Q3 		$19K Sell
1,191
-225
-16% -$3.93K ﹤0.01% 1826
2021
Q2 		$27K Sell
1,416
-610
-30% -$12.3K ﹤0.01% 1642
2021
Q1 		$47K Sell
2,026
-9,260
-82% -$207K ﹤0.01% 1303
2020
Q4 		$228K Sell
11,286
-4,913
-30% -$104K 0.02% 667
2020
Q3 		$323K Buy
+16,199
New +$378K 0.03% 476

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Next Financial Group's RKT Position: Q4 2021 in Review

Next Financial Group held its Rocket Companies (RKT) position steady in Q4 2021 at 1,191 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Next Financial Group first reported a position in RKT in Q3 2020 and has held it in 6 quarters since. The position peaked at $323K in Q3 2020. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

  • Next Financial Group held 1,191 shares of Rocket Companies worth $17K as of Q4 2021.
  • Next Financial Group left its Rocket Companies share count unchanged in Q4 2021.
  • Rocket Companies made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1966 holding.
  • Next Financial Group first reported a position in Rocket Companies in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Rocket Companies position peaked at $323K in Q3 2020.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.